Skip to content
Disclosery

Baron Financial Group, LLC: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baron Financial Group, LLC on IWF, newest first. How the timeline and the estimate are built.

Baron Financial Group, LLC held 28,952 IWF shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 28,952 shares
    Change vs previous 13F -120 shares

    1.77% of the 13F portfolio, value $3,626,528.

    13F-HR 0002085853-26-001129 filed by Baron Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 29,072 shares
    Change vs previous 13F +21,694 shares

    1.72% of the 13F portfolio, value $3,609,871.

    13F-HR 0002085853-26-000675 filed by Baron Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 7,378 shares
    Change vs previous 13F -110 shares

    1.7% of the 13F portfolio, value $3,145,980.

    13F-HR 0002085853-26-000326 filed by Baron Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 7,488 shares
    Change vs previous 13F -90 shares

    1.9% of the 13F portfolio, value $3,544,071.

    13F-HR 0002085853-26-000019 filed by Baron Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 7,578 shares
    Change vs previous 13F -173 shares

    1.94% of the 13F portfolio, value $3,549,611.

    13F-HR 0002085853-25-000020 filed by Baron Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 7,751 shares
    Change vs previous 13F -163 shares

    1.93% of the 13F portfolio, value $3,290,920.

    13F-HR 0001667731-25-000746 filed by Baron Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 7,914 shares
    Change vs previous 13F -356 shares

    1.8% of the 13F portfolio, value $2,857,667.

    13F-HR 0001667731-25-000421 filed by Baron Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 8,270 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $3,321,067.

    13F-HR 0001667731-25-000073 filed by Baron Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).